Esg Planning Dimensional ETF Tr U S Small C Transaction History
Esg Planning
- $151 Million
- Q3 2024
A detailed history of Esg Planning transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Esg Planning holds 59,175 shares of DFAS stock, worth $3.92 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
59,175
Previous 48,921
20.96%
Holding current value
$3.92 Million
Previous $2.94 Million
30.59%
% of portfolio
2.55%
Previous 2.95%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$743 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$464 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$441 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$325 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$180 Million1.82% of portfolio